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- Tasks: Join us as a Financial Planning Administrator/Trainee, engaging with clients and building financial strategies.
- Company: Acuma is a leading firm in international financial services, based in vibrant Dubai.
- Benefits: Enjoy relocation support, competitive pay, and a clear path to career advancement.
- Why this job: Kickstart your career with training in Mauritius and fast-track promotions in a dynamic environment.
- Qualifications: Ideal for ambitious individuals with a passion for finance and client relationships.
- Other info: This role offers a unique opportunity to work internationally and gain valuable industry qualifications.
Turn your ambitions into achievements in Dubai with Acuma. This is a permanent overseas position based in our Dubai office, beginning with a two-month training programme at our Investment Bank in Mauritius. You must be prepared to relocate for both stages of the role, with relocation support provided. This opportunity offers a strong foundation for a long-term career in international financial services. Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning.
Training and Development: Gain essential CISI (Chartered Institute for Securities & Investment) industry qualification.
Earning Potential: Competitive, uncapped opportunities with a clear path to financial success.
Career Progression: Fast-track promotions, international placements, and leadership opportunities.
Work-Life Balance:
- Ambitious, Entrepreneurial-Minded Trainees: Individuals eager to pursue a challenging and rewarding international career.
- Passionate about building meaningful, long-term client relationships.
- Confident in engaging clients over the phone.
- Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles.
This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven environment.
Financial Planning Administrator / Trainee employer: Acuma - Independent Financial Advice
Contact Detail:
Acuma - Independent Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator / Trainee
✨Tip Number 1
Research Acuma thoroughly to understand their values, mission, and the services they offer. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of Acuma on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 3
Prepare for potential role-play scenarios or case studies that may be part of the interview process. Practising how to engage clients and handle financial planning discussions will showcase your readiness for a client-facing role.
✨Tip Number 4
Highlight any relevant experience or skills that align with the dynamic, performance-driven environment at Acuma. Be ready to discuss how your background in numerically-focused roles can contribute to your success as a Financial Planning Administrator.
We think you need these skills to ace Financial Planning Administrator / Trainee
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planning Administrator / Trainee position. Tailor your application to highlight how your skills and ambitions align with the role.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience, skills, and education. Emphasise any numerically-focused roles or experiences that demonstrate your analytical abilities and client engagement skills.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the opportunity in Dubai and your willingness to relocate. Highlight your passion for financial advisory and your commitment to building long-term client relationships.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Acuma - Independent Financial Advice
✨Research Acuma and the Role
Before your interview, take some time to understand Acuma's values, mission, and the specifics of the Financial Planning Administrator role. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Client Engagement Scenarios
Since the role involves engaging clients, be ready to discuss how you would handle various client scenarios. Think about examples from your past experiences where you've successfully built relationships or resolved issues.
✨Highlight Your Numerical Skills
As this position is numerically focused, be prepared to discuss your experience with financial analysis, bookkeeping, or any relevant coursework. Show how your skills can contribute to the team’s success.
✨Demonstrate Your Ambition
Acuma is looking for ambitious individuals. Be sure to express your career goals and how this role aligns with your aspirations. Discuss your eagerness to learn and grow within the company.
